BMO Capital Markets predicts a strong year for internet stocks in 2025, favoring Amazon, Netflix, Trade Desk, and Alphabet. Analyst Brian Pitz highlights Amazon for its leadership in AI and fulfillment capabilities, which enhance off-platform shopping, resulting in a 45.5% stock increase this year. Alphabet is also positioned well, benefiting from AI-driven search monetization despite regulatory challenges, with a 37% stock rise. Trade Desk is expected to lead the advertising market, having gained 67.5% this year. In video games, Take-Two Interactive is noted for its anticipated Grand Theft Auto VI launch, projected to be hugely successful in 2025.
